Valuations: Why your fund needs a cloud-based solution

Investment firms have the daunting task of not only making good investments, finding the winners and passing on the losers. They need to accurately reflect the value of their investments as well. What’s more, firms need to roll up multiple valuations across an entire fund, add in fee’s and dividends, and project the value of the entire fund. But with several investments in a fund, all with different waterfalls, securities, and ownerships amounts, this can be overwhelming. That is precisely why an automated, cloud-based solution is the best.

What Is Your Document Management Solution?

What do you use as your Document Management? What is the average time you spend searching for a specific document?  Or better yet, how much money do you pay third party advisers to retrieve documents that you can’t find (lawyers, accountants, consultants, etc.)? This becomes even more expensive when a business owner considers selling their company and taking part in a due-diligence process.

Private Equity: Fees Falling but Future is Bright

Over the past several years, valuations have gone through the roof, which is good if you’re selling a business. This will inevitably hurt private equity firms deploying capital (unless valuations remain at these high levels for several more years). At the same time, LPs are more concerned with the fees being charged by GPs. Funds that have not performed in the top quartile will most likely face two scenarios: raising a smaller fund or reducing their fees (many are shifting toward 1.5/15 model). If GPs are really struggling to raise money, they may need to both cut fees and raise a smaller round.